Transparency is the key to understanding performance
Our experts debated the following issues:- Have absolute return funds performed in a low return environment? Is the bull market running out of steam or are there still investment opportunities?
- How can multi-asset funds be used in portfolios to answer investors’ asset allocation challenge?
- What are the implementation issues – capacity, transparency, use of derivatives and leverage?
- What is the position/investor perspective of absolute return at a time when many DB pension funds are shunning hedge funds?
- How can investors ensure they pick the right funds and how should they judge performance?
- How do absolute return funds fit into DC investment given the impending reform and charge cap?
Chris Panteli, editor, portfolio institutional
Robert Howie, principal and European head of alternatives boutique, Mercer
Florence Barjou, deputy head absolute return & solutions, Lyxor Asset Management
Ian Pizer, head of strategy, Aviva Investors
Michael Adam, councillor, vice chairman, Hammersmith & Fulham Pension Fund
Celene Lee, senior consultant, Buck Consultants
